The Loonie Hour

What's really happening in Iran? The European Central Bank is going to suffocate the economy. The future of money and Ai. Global inflation rips higher. The Bank of Canada is stuck in an uncomfortable dilemma. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourJoin Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction03:24 Episode 245 Recap & Ben Rabidoux Discussion07:14 Cold War 2?11:19 AI Infrastructure, Data Centers & Commoditization16:15 Why AI Stocks May Face Pressure21:07 The Energy Crisis Behind AI Growth25:10 Stablecoins & Traditional Finance30:17 The Future of Money34:33 Crypto And Blockchain Adoption38:53 Hidden Risks in Financial Systems43:12 Oil, Inflation, and Global Markets46:57 Why Politicians Keep Getting Economics Wrong?51:16 Europe’s Economic Decline55:59 Tesla, EVs, and Industrial Policy01:00:05 Future Outlook: Markets, AI, and Geopolitics01:04:14 Next 12–36 Months Outlook01:08:05 Market Predictions!01:12:05 Inflation, PMIs, and Economic Indicators01:20:06 Canadian Housing and Mortgage Stress01:24:31 Canada’s Economic FutureDisclaimer:The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.#LoonieHour #canada #recession

Credit delinquencies are still rising. The bull case for single family housing. The flood of rental supply, and the death of the pre-sale condo. Bonus episode with Ben Rabidoux of Edge Analytics. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourEdge Analytics – EDGE30 / EDGE330 for $30/month, $330/year: https://www.edgeanalytics.ca✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction04:34 Canada's Technical Recession6:24 Housing Weakness Spreads Through The Economy8:25 Ontario's Economic Slowdown12:00 Canada's Productivity Crisis14:12 Why Do We Keep Falling Behind?19:41 Delinuences, Defaults & Mortgage Stress22:45 Canada's Oil Prices & Energy Markets24:45 Why Alberta's So Resilient?29:27 Mortgage Spreads & Lending Trends32:38 First Nations Land Claims & Property Rights Debate35:58 Consumer Spending Is Slowing39:09 Canada's Population Growth Problem45:50 Rental Market Correction Inbound49:24 How Much Lower Can Home Prices Go?52:42 Young Canadians Are Squeezed56:01 Single-Family Homes Hits Historic Lows01:04:10 Are We Near The Bottom?1:06:01 Vancouver Real Estate Forecast1:09:09 Consumer Sentiment & What's NextWritten, shot and produced by Unforgettable Studios (Adam “DC” Darvay-Canavor & Alvin Keung) https://[email protected] https://www.instagram.com/adamdcmedia/Disclaimer:The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.#LoonieHour #macroeconomics #recession

Canada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourJoin Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction05:31 Housing Market Bottomed?10:14 Timing the Bond Market Crisis11:53 Why Bond ETFs May Be Riskier Than Investors Think14:06 Demographics, Labor Supply & Selling Pressure15:59 Will Governments React Too Late?19:23 Why Canada Sold Its Gold20:58 Gold as a Strategic National Asset23:03 Has Canada Entered a Technical Recession?26:10 GDP, Productivity & Population Growth27:22 Canada's Housing Crisis vs Population Crisis28:22 Commodities, Debt & Government Spending29:19 Is There Any Good News in Canada?32:08 BC Hydro, Electricity Rates & Government Policy34:01 BC's Looming Power Shortage37:28 Energy Reality vs Political Narratives38:54 Natural Gas, Emissions & Energy Security40:28 Economic Weakness Is Starting to Show41:13 Mortgage Renewals & Household Stress42:03 Rising Delinquencies Across Canada43:12 Distressed Sales Hit 25-Year High44:19 Foreclosures, Courts & Forced Sales45:09 What's Driving Financial Stress?49:08 Why Investors Are Sleeping on Gold50:24 Gold's Recent Weakness Creates Opportunity51:14 Crypto, Currency Debasement & Market Cycles52:16 Revisiting Crypto Risks53:34 Investor Series Preview & Positioning for What's Next54:30 Why Worrying Doesn't Help Investors55:07 Strategic Oil Reserves Around the World56:14 Oil Markets, Reserves & Supply ConstraintsDisclaimer:The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.#LoonieHour #canada #recession

Bill C22 threatens individual privacy rights and opens the door for state surveillance. Tim Hortons says that they'll abandon temporary foreign workers. Canada signs massive LNG deal with Germany. Has the Canada Pension Plan underperformed?Tickets to The Loonie Hour Investor Series Toronto event are now SOLD OUT.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourRequest a consultation with IceCap Asset Management today:https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction05:15 Tickets Sold Out - See You Soon!07:57 Bill C-11 Recap & Streaming Act Overview10:30 Government Control, Privacy & Digital Rights15:31 Why Netflix & Apple Object24:15 Who Benefits From These Policies?30:00 Online News Act Explained32:24 Is The Online News Act Just A Tax?40:17 Metadata Collection Creates A Surveillance Map43:50 Do Canadians Have A Right To Privacy?51:46 Why Governments Want More Control55:42 What Can Canadians Do?01:02:00 Germany's Energy Crisis01:03:31 Nord Stream & European Natural Gas01:05:08 Europe Quietly Returning To Fossil Fuels01:07:47 Steven Guilbeault Steps Down01:08:32 Tim Hortons & Temporary Foreign Workers01:10:15 Canada's Immigration Policy Reversal01:11:41 Immigration Fraud & Diploma Mills01:23:03 Why Pension Funds Can't Just Buy ETFs01:24:25 Career Risk In Pension Management01:26:10 The Incentives Driving Pension DecisionsDisclaimer:The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.#LoonieHour #macroeconomics #canada

Global bond yields keep pushing higher. Inflation data shows little signs of easing. The future of Canada's electrical grid. Euphoria hits Korean stock market. Join Us For The Loonie Hour Investor Series - With Ron Butler and Daniel Foch, Live In Toronto on June 3rd! Get Your Tickets Here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ron-butler-daniel-foch-june-3rd-tickets-1990129219067Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourCheck out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehour